5NPW
MRK icon

55 North Private Wealth’s Merck MRK Stock Holding History

55 North Private Wealth’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$549K Buy
4,275
+35
+0.8% +$4.1K 0.11% 88
2026
Q1 		$510K Buy
4,240
+872
+26% +$101K 0.13% 80
2025
Q4 		$355K Buy
+3,368
New +$316K 0.09% 113

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

55 North Private Wealth's MRK Position: Q2 2026 in Review

55 North Private Wealth increased its Merck (MRK) stake by 0.83% in Q2 2026, buying an estimated $4.1K and bringing the position to 4,275 shares worth $549K. The position accounts for 0.11% of the portfolio, ranked #88.

55 North Private Wealth first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,814 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • 55 North Private Wealth held 4,275 shares of Merck worth $549K as of Q2 2026.
  • 55 North Private Wealth bought 35 Merck shares in Q2 2026, an estimated $4.1K.
  • Merck made up 0.11% of 55 North Private Wealth's portfolio in Q2 2026, its #88 holding.
  • 55 North Private Wealth first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 3,814 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.